References

The Account Planning app contains the following objects.   Key Account Plan (KeyAccountPlan__Account_Plan__c) This object stores the core information about...

The Account Plan object has the fields in the table below. Remember, you can add custom fields important to your...

The app includes the following Account level fields. Add some or all of these fields to your Account page layouts....

The Objective object contains the following fields. Key: Field Label (API Name, Field Type, Additional Information)   Account Plan (KeyAccountPlan__Account_Plan__c,...

The Account Plan Contact Role object contains the following fields. Remember, you can modify the Relationship Strength picklist to show...

The Account Plan Partner Roles object has the fields in the table below. Remember, you can modify the Partner Type...

The Account Plan Colleague Role object contains the following fields. Remember, you can modify the Colleague Role picklist to show...

The Whitespace object contains the following fields. Remember, you can modify the Offering and With picklists to show the options...

The app contains the following field sets.   GSP Account Plan (Opportunity) This Field Set defines the fields on the...

The Key Account Planner application comes with custom settings in the table below.   Historical Data Batch Size This setting...

The Account Health Review object contains the following fields. Key: Field Label (API Name, Field Type, Additional Information)   Account (KeyAccountPlan__Account__c,...

The Heat Map Value object contains the following fields. Key: Field Label (API Name, Field Type, Additional Information)   Heat Map...

The Account Health Criteria object contains the following fields. Key: Field Label (API Name, Field Type, Additional Information)   Account Health...